Stifel Financial Corporation · NYSE:SF
Stifel Financial — UBS Wealth & Asset Management Conference 2022
10 slides from Stifel Financial's conference presentation, May 24, 2022
Slide 1: UBS Wealth & Asset Management Conference
UBS Wealth & Asset Management Conference May 24, 2022
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and futu
Slide 3: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2019 2021 2018 First Empire Vining Sparks Ziegler Wealth MainFirst 2017 Management, Mooreland Partners 2016 City GMP Business Eaton Partners Securities Bancshares Inc. George K. Baum 2015 ISM Capital B&F Capital Markets Barclays Wealth & Investment Manageme
Slide 4: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2 $5,000 $4,737 $4,719 $8.00 2015 – LTM CAGR: 12% 2015 – LTM CAGR: 32% $7.08 $7.07 $4,500 $7.00 $4,000 $3,752 $6.00 $3,500 $3,337 $2,928 $3,025 $5.00 $4.56 $3,000 $2,580 $4.07 millions $2,500 $2,332 $4.00 $3.52 $2,000 $2.66 $3.00 $1,500 $
Slide 5: Business Overview
Business Overview STIFEL 5
Slide 6: Stifel – Premier Investment Bank and Wealth Management Firm
Stifel – Premier Investment Bank and Wealth Management Firm Stifel at a Glance 2021 GAAP Net Revenue - $4.7 billion Global Wealth Management (GWM) Institutional Group (IG) 2021 Net Revenue - $2.6 billion 2021 Net Revenue - $2.2 billion Private Client Equity & Fixed Income Capital Raising Stife
Slide 7: Leading broker-dealer providing wealth management and institutional services to consumers and companies
Leading broker-dealer providing wealth management and institutional services to consumers and companies Bulge Bracket Boutique Size / scale Firm focus Large distribution Good research Size / scale Trading Growth investor access Firm focus Retail Issues Stability (financial & pers
Slide 8: Global Wealth Management (GWM)
Global Wealth Management (GWM) Provides Securities Brokerage Services and Stifel Bank Products Overview National Presence Grown from 600+ financial advisors in 2005 to 2,321 financial advisors currently Proven organic growth and acquirer of private client business Strategy of recruiting experi
Slide 9: GWM – Stifel Bancorp, Inc.
GWM – Stifel Bancorp, Inc. Overview Key Statistics (millions) (1)(2) Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $26,115 chartered commercial bank, in April 2007 Total deposits 24,196 Stifel Financial became a bank holding company and Total equity 1,783 financial servic
Slide 10: Institutional Group
Institutional Group Overview Net Revenues ($MM)(2)(4) Provides securities brokerage, trading, research, underwriting and $2,200 $2,152 corporate advisory services $2,000 $1,800 $1,583 2nd largest provider of U.S. Equity Research $1,600 $1,400 $1,214 4th largest U.S Investment bank by U.S. equity
Stifel Financial — UBS Wealth & Asset Management Conference 2022 on 6ix